Plan Ledger DOL Form 5500 · updated monthly

Wheeling University403(b)

WHEELING JESUIT UNIVERSITY DEFINED CONTRIBUTION PLAN · WHEELING, WV · plan year 2025

Reported admin expense ratio · 2025
0.15%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Wheeling University reported $67,153 in plan administrative expenses for 2025: 0.15% of average plan assets, below the peer median. Employer contributions averaged $916 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.09% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 44th-largest of 265 plans among West Virginia employers on file, and the 988th of 3,091 in educational services. In 2025, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,492,176
Participants with balances579
Active participants119
Employer contributions$108,957
Employee contributions$247,666
Employer contribution per active participant$916
Average account balance$78,570
Benefits paid to participants$3,863,480
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$45.5M · 579 accts · $109K emplr
2024$43.4M · 599 accts · $103K emplr
2023$40.3M · 608 accts · $92K emplr
2022$37.8M · 644 accts · $95K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$67,153
Total administrative$67,153
Employer contributions to the Wheeling University plan · 2025
Employer contribution per active participant$916
Median for plans this size$2,666
2025$916 per active participant
2024$737 per active participant
2023$700 per active participant
2022$734 per active participant

Wheeling University's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TIAA - TEACHERS INSURANCE AND ANNUI · Recordkeeping$22,967
HENDERSON BROS. RET. PLAN SERV. · Investment advisory (plan)$37,287
BDO USA, LLP · Accounting / audit$10,650

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$67,153 · 0.15%
2024$53,158 · 0.13%
2023$43,221 · 0.11%
2022$35,688 · 0.09%
Similar plansEducational Services · West Virginia
University of Charleston WV$50.8M · 0.00%
Bethany College WV$32.6M · 0.04%
Davis & Elkins College WV$25.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550394213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.